Private Bank Strategy & Innovation Associate

Aumni; Worcester (MA); On-site; USD 135,000 - 190,000; Full time

Job summary

J.P. Morgan in Worcester, MA, is seeking an Associate for International Private Bank – Business Management. You will collaborate with senior management to drive investments and solutions initiatives, balancing innovation with regulatory compliance, in a fast‑paced environment.

You will coordinate cross‑functional efforts, analyze data, and translate business needs into actionable plans while maintaining client, firm, and advisor focus.

Qualifications

• 5+ years of experience in business management or COO/strategy roles.
• Ability to execute within demanding deadlines and manage multiple projects.
• Strong written and verbal communication skills.
• Discretion with confidential information and sound judgment.

Responsibilities

• Work with Senior Management to formalize business priorities and execute initiatives.
• Utilize qualitative and quantitative tools to analyze and interpret data.
• Understand and prioritize business needs for short and long-term objectives.
• Problem solve with a focus on client, firm, advisor, and business impact.
• Pursue process efficiencies and client/advisor experience improvements.
• Ensure compliance with policies, procedures, and regulations.
• Lead responses to exams by Compliance Testing, Internal Audit, and Regulators.
• Establish and lead working groups across various departments.
• Support advisors with client queries and direct them to appropriate outcomes.

Skills

Business management

Strategy

COO experience

Project management

Job description

J.P. Morgan in Worcester, MA, is seeking an Associate for International Private Bank – Business Management. You will collaborate with senior management to drive investments and solutions initiatives, balancing innovation with regulatory compliance, in a fast‑paced environment.

You will coordinate cross‑functional efforts, analyze data, and translate business needs into actionable plans while maintaining client, firm, and advisor focus.